AIP

Almanack Investment Partners Portfolio holdings

AUM $628M
1-Year Est. Return 16.03%
This Quarter Est. Return
1 Year Est. Return
+16.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$516M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Sells

1 +$35.4M
2 +$6.76M
3 +$6.04M
4
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$3.49M
5
THD icon
iShares MSCI Thailand ETF
THD
+$1.98M

Sector Composition

1 Technology 1.41%
2 Financials 1.19%
3 Consumer Discretionary 0.83%
4 Healthcare 0.8%
5 Energy 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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